PROGRAM DESCRIPTION
Economic uncertainty has become a defining challenge for today’s finance leaders. As CFOs look ahead to 2027, they must navigate evolving inflation pressures, interest rates, market volatility, geopolitical risks, and changing business conditions—all while continuing to drive growth and create enterprise value.
Join economist James Reichard for an insightful look at the economic trends shaping the year ahead and what they mean for organizations across industries. Drawing on his analysis of financial markets, economic indicators, and business conditions, James will provide perspective on the forces influencing corporate strategy and the decisions CFOs will face in 2027.
This timely discussion will explore the outlook for inflation, interest rates, labor markets, consumer demand, capital investment, and economic growth—providing CFOs with the insights needed to better anticipate challenges, identify opportunities, and make more informed strategic decisions.
KEY TAKEAWAYS
- Gain perspective on the economic trends and market forces likely to impact business performance in 2027.
- Learn how leading CFOs are balancing growth investments with financial discipline during uncertain conditions.
- Explore strategies to improve cash flow, optimize working capital, and strengthen liquidity.
- Discuss approaches for protecting margins through pricing, cost management, and operational efficiency.
- Exchange ideas with peers on navigating risk, identifying opportunities, and making strategic decisions.
- Strengthen communication strategies for engaging boards, investors, employees, and other stakeholders during periods of uncertainty.
SPEAKERS
James Reichard | Managing Director, Market Investment Executive | Bank of America
James P. Reichard is a Managing director and a market investment executive at Bank of America Private Bank. In this role, Jim is responsible for determining the appropriate strategy, formulating and implementing investment management, fiduciary, credit and banking services for the North Carolina and Tennessee markets. He leads, coaches and manages portfolio managers in helping clients establish goals and objectives, working towards developing an appropriate overall strategy, creating and managing solutions and helping clients monitor progress toward reaching their goals utilizing our broad range of wealth management services. He is also responsible for creating and managing personalized investment portfolios by providing guidance in the areas of asset allocation, tax-minimization strategies, retirement and multi-generational planning strategies while helping clients navigate through changing market environments.
Prior to joining Bank of America, Jim was at Wells Fargo Alternative Strategies Group as the national director. He was also at Wachovia serving in various leadership roles with Wachovia Wealth Management, Wachovia Trust Services and Wachovia Securities. Jim began his financial services career as a financial advisor with Prudential Securities.
Jim earned his B.A. in Finance, summa cum laude, from Georgia State University and his M.B.A. from Emory University. He is a CERTIFIED FINANCIAL PLANNER™️ certificant and holds the Chartered Alternative Investment Analyst (CAIA®️) and Certified Investment Management Analyst®️ (CIMA®️) designations.
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
